M
CRD: 282462
Mcdonnell Financial Services
Pasadena, CA, 91107
6263549638
$9.7M Total AUM
$9.7M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
10 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-07-2016
- Office Locations
- 1
Office Locations
-- Pasadena CA
About Mcdonnell Financial Services
Mcdonnell Financial Services is a Pasadena-based RIA. The firm has been operating for 10 years. Managing $9.7M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$9.7M AVG AUM / ADVISOR
$808.5K AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Alpha
Client Personas
Beacon quantum
Investment Themes
Delta signal Element signal
Investment Vehicles
Fusion
Services
Ridge Ember Pathway Focus Fusion Radial
Owner & Executives
S
Stephen McDonnell
Consultant, Investment Adviser Representative, Owner
- CRD
- #6595632
- Ownership
- 75% or more
(843) 652-6384
eagle.oak@focuscapital.com
in linkedin.com/in/vertex-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,702,342 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,702,342 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,702,342
Public Funds:
27.0% Cash:
43.9% Equity - Exchange:
29.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,349,863,692 | 27.0% |
| Cash | $3,820,704,299 | 43.9% |
| Equity - Exchange | $2,532,630,868 | 29.1% |
| Total | $8,703,198,859 | 100.0% |